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How to Create a Bill Message Template

Objective:

  • Create a new Bill Message Template for sending bills to clients

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click Settings
  2. Click Billing
  3. Click Bill Message Templates tab at the top
  4. Click Create a new bill message template link
  5. Enter the details of the message
  6. Click Save template

 

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